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For accountants & bookkeepers: Xero Practice Manager

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Practice Manager - Report on client bank details inc fields BSB, Account number, Account name.

Would be great to create a report in XPM that shows client bank details so we can identify clients that are missing bank details and need to be followed up. This would also avoid the issue with tax returns being lodged with no bank details recorded.

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Hayley Benedict shared this idea  ·   ·  Report…  ·  Admin →
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  • Lilianna Skutela commented  ·   ·  Report

    Is there any update on the availability of these fields in reporting?

    We recently acquired another accounting practice and bank account details were not imported from one XPM to the other.

    We need to get bank account details into the clients that are now in our system, but we don't have a list of those details from the old database.

    Before this database is closed off, we need to have a report that can then be imported into the new database.

  • Trish Mathisen commented  ·   ·  Report

    As an XPM user, it is imperative to be able to export all the fields in the database, including bank account details.
    Thanks for considering this important request!

  • Elisa Harris commented  ·   ·  Report

    100% agree. We definitely need the capability to run reports on bank details, even if the reports are part of some sort of restricted access. This also comes into play for new software integrations such as trust account software, that requires this and up to this point there has been nothing to export.